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  • Re: Integration of Financial Edge and Raiser's Edge

    Hi Zandra - I can tell you from many experiences, that integration is a great idea.  Basically, it elminates the double entry of gift and pledge transactions from RE to FE.  Plus, you also get the ability to drill down from a posted transaction in FE back to the source document in RE.  It makes doing gift transaction research ...
    Posted to The Financial Edge (Forum) by George Barnard on 11-25-2008
  • Re: FE Version 7.77.245 (?)

    Hi Matt - We did an upgrade for a client and it resulted in significant performance gains.  So far, there do not appear to be any issues, at least none that we have discovered as yet.  They have GL, AP, PGE, FA and Advance Security for modules.  We are very pleased with the switch, especially when moving from MSDE SQL to SQL ...
    Posted to The Financial Edge (Forum) by George Barnard on 10-30-2008
  • Positive pay

    Blackbaud does have a 3rd party product for positive pay that runs as a plug-in. It is provided by Palmetto Tech Jeff Montgomery www.palmettotech.com . They are listed on Blackbaud's development partner portion of the website. http://www.blackbaud.com/company/partners/find_devpartners.aspx . We have used them and their product is simple to use ...
    Posted to Accounts Payable (Forum) by George Barnard on 03-28-2007
  • Booking Pledges to the Correct Fiscal Year

    Sarah - A gift can be "mapped" to point to a different GL account buy using gift subtypes. Subtypes are used in assocation with regular gift types, but allow the gift to be posted to a different GL account. For example, you could have a gift subtype under Pledge called Restricted Gift, Temp Gift, whatever. The pledge would be recorded ...
    Posted to Integration (Forum) by George Barnard on 08-17-2006
  • Booking Pledges to the Correct Fiscal Year

    Sara/Annie - If a gift is received in FY 06 but is restricted for use in FY 07, then the gift is merely a Temporarily restricted gift of FY 06 that carries a Time restriction. Once FY 07 begins, the gift would be available to use for it's stated purpose, (assuming the only restriction is time). The proper accounting is to record the gift as ...
    Posted to Integration (Forum) by George Barnard on 08-16-2006
  • run different versions

    Robi - No you can't have both AFN 6.x and FE 7.x loaded on the same workstation. I would just access one or both with remote access since they will be on two separate servers. - George Envision For Non-Profits Consultant for Blackbaud products [Email Removed] 727/442-1996 www.EnvisionFNP.com
  • FAST!

    Paul - It can distribute to multiple GL accounts and/or Projects. In design view, there is a field called GL Distribution. You would select that field in lieu of the separate debit and credit account distributions. Also, by using the GL Distribution field, if the Vendor has an existing default distribution, that distribution is picked up. You ...
    Posted to Accounts Payable (Forum) by George Barnard on 06-09-2006
  • Tracking New Campus Separately

    Gerald - I would add a new segment to my account number that represents the campus. Since you are merging with another school, you might end up with duplications in departments as well as campuses, for example, having a science department on both campuses. If you want to report on the science department as a whole, you would report on the one ...
    Posted to General Ledger (Forum) by George Barnard on 05-08-2006
  • Gift Administrative Fee

    Assuming you are interfaced between RE & FE, you could set the RE funds to allocate gifts on a percentage basis to multiple GL accounts and/or multiple projects. So if all cash gifts were ''taxed'' 5% and it went to a different GL revenue account and project, you could distribute 95% to the gift revenue account and project to the intended fund ...
    Posted to The Financial Edge (Forum) by George Barnard on 03-13-2006
  • Internal Controls and IT function

    Michael - It really depends upon what work the IT consultant does for you. Is he responsible for updating Financial Edge? If so, then his direct access to FE can be limited to viewing only the GL home page and nothing more. He merely needs that small amount of access in order to launch FE after an update has been applied in order for the actual ...
    Posted to The Financial Edge (Forum) by George Barnard on 01-19-2006
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